You want the best financial solution for the lowest cost. When you approach us for a financial plan, investment management, or help with taxes, our advisors will give you clear, straightforward advice tailored to your personal situation, and we won’t try to sell you financial products for our own gain. As fee-only advisors, we have a fiduciary responsibility to act in your best interest, which includes providing cost-effective service.
Your complimentary consultation is the first step in this process. If you choose to move forward with our services, you’ll pay us solely for our asset management advice and services, not for selling you specific investment products, because our advisors don’t earn sales commissions. Our approach is ongoing and proactive, and allows us to provide advice whenever you need.
Our assets under management (AUM) fee starts at 1% and goes down based on your investable assets. This fee includes our ongoing financial planning services as well as investment management.
We don’t receive any commissions and we are not limited to specific investments or products, which allows us to find the most ideal solutions for your situation and keep your best interests top-of-mind. We’re here to provide you with financial advice, not products.
If you’d prefer to take your time to get to know us, our fee-only financial advisors will create a financial plan for you for a flat rate.
Before we get started, we’ll provide you with a cost estimate based on the scope and complexity of your situation, which we’ll dig into during your consultation.
You can then decide whether you’d like to move forward with our ongoing AUM services. But don’t worry, there’s no obligation on your part going forward.
Because we’re always looking for tax-savings opportunities for you, tax planning is included in our AUM fee. If you are not ready for our full service and would like us solely to prepare your taxes, we’ll review your unique situation and determine our tax preparation fee separately.
A simple tax return may cost as little as $200, while a complex tax return may cost $4,000 or more. Whatever amount we provide you with in our cost estimate, we’ll stick to it so there are no surprises.